Nicholas Chason has been Manager / Financial Advisor / Chief Compliance Officer of PW Advisors since April 2025, is a control person of the firm and directly owns 75% or more of it.
PW Advisors, LLC is a Tallahassee, FL firm with $132M under management, 496 clients and 4 advisers in one office, as of its July 2026 filing.
Nick Chason is Financial Advisor and Founder of Proper Wealth, based in Tallahassee, Florida. Chason has 15 years of experience. Before entering financial services, he owned and operated several construction companies.
Nicholas Chason’s longest registration was 6 years at Park Avenue Securities LLC (2013–2020). Before joining PW Advisors in 2025, Nicholas Chason was registered through MML Investors Services, LLC and Park Avenue Securities LLC.
- MML Investors Services, LLC– · 5 yearsTallahassee, FL · Adviser representative · Firm CRD 10409
- Park Avenue Securities LLC– · 6 yearsTallahassee, FL · Adviser representative · Firm CRD 46173
Professional designations
Listed by PW Advisors
- Certified Exit Planner (CExP)
Investment adviser representative registrations
Nicholas Chason is registered as an investment adviser representative in 2 states. The first approvals date from July 2025; the most recent is Texas, in November 2025.
- FloridaSince 24 July 2025
- TexasSince 24 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 October 2013 |
| Series 7 | General Securities Representative Examination | 17 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Charles Chason
- CRD
- 6183474
- Firm
- PW Advisors · CRD 336499
- Role
- Manager / Financial Advisor / Chief Compliance Officer
- Office
- 3233 THOMASVILLE ROAD, Tallahassee, FL 32308
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- pwadvisors.com
Where does Nicholas Chason work?
Nicholas Chason has been Manager / Financial Advisor / Chief Compliance Officer of PW Advisors, LLC since April 2025, and is a control person of the firm.
Is Nicholas Chason a financial advisor?
Yes. Nicholas Chason has a current investment-adviser registration in Florida and Texas, through PW Advisors since July 2025.
How many years of experience does Nicholas Chason have?
Nicholas Chason has 13 years in the financial industry, since June 2013, across 3 adviser firms.
What exams has Nicholas Chason passed?
Nicholas Chason has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2013. FINRA credited Nicholas Chason with the SIE, which began in October 2018.
Where did Nicholas Chason work before PW Advisors?
Before PW Advisors, Nicholas Chason was registered through MML Investors Services, LLC, May 2020 to July 2025; Park Avenue Securities LLC, November 2013 to June 2020.
Where is Nicholas Chason based?
Nicholas Chason’s registered office is in Tallahassee, FL.
Is Nicholas Chason registered with FINRA?
Yes. Nicholas Chason has a current broker registration, under CRD 6183474.
Source: FINRA BrokerCheck
How can I verify Nicholas Chason’s record?
Search CRD 6183474 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nicholas Chason’s full registration record.